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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,646 | $85,171+37.0% | $172,752-32.5% | $72,975+59.8% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.9pp | 69.5%+23.0pp |
| Annual return | 23.89% | 27.32%-3.4pp | 802.97%-779.1pp | 81.01%-57.1pp |
| Employer contribution / active EE | $6,703 | $3,324+101.7% | $5,144+30.3% | $2,440+174.7% |
| Participant deferral / active EE | $5,437 | $3,260+66.8% | $5,198+4.6% | $3,608+50.7% |
| Admin fee / account holder | $2,508 | $5,880-57.3% | $13,955-82.0% | $5,124-51.0% |